Chesley Taft & Associates’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.01M | Buy |
18,771
+313
| +2% | +$83.5K | 0.22% | 89 |
|
|
2025
Q1 | $5.22M | Buy |
18,458
+5,668
| +44% | +$1.6M | 0.25% | 86 |
|
|
2024
Q4 | $3.06M | Buy |
12,790
+55
| +0.4% | +$13.2K | 0.14% | 114 |
|
|
2024
Q3 | $3.23M | Buy |
12,735
+345
| +3% | +$87.5K | 0.15% | 104 |
|
|
2024
Q2 | $2.57M | Sell |
12,390
-5,690
| -31% | -$1.18M | 0.13% | 117 |
|
|
2024
Q1 | $3.74M | Sell |
18,080
-475
| -3% | -$98.2K | 0.19% | 99 |
|
|
2023
Q4 | $2.96M | Sell |
18,555
-405
| -2% | -$64.5K | 0.17% | 110 |
|
|
2023
Q3 | $2.64M | Buy |
18,960
+75
| +0.4% | +$10.4K | 0.17% | 116 |
|
|
2023
Q2 | $2.5M | Sell |
18,885
-10
| -0.1% | -$1.32K | 0.15% | 122 |
|
|
2023
Q1 | $2.7M | Sell |
18,895
-230
| -1% | -$32.9K | 0.18% | 119 |
|
|
2022
Q4 | $2.48M | Sell |
19,125
-15
| -0.1% | -$1.95K | 0.17% | 120 |
|
|
2022
Q3 | $2.22M | Sell |
19,140
-345
| -2% | -$40.1K | 0.16% | 121 |
|
|
2022
Q2 | $2.27M | Sell |
19,485
-160
| -0.8% | -$18.6K | 0.15% | 121 |
|
|
2022
Q1 | $2.27M | Sell |
19,645
-205
| -1% | -$23.6K | 0.13% | 127 |
|
|
2021
Q4 | $2.04M | Sell |
19,850
-35
| -0.2% | -$3.59K | 0.11% | 142 |
|
|
2021
Q3 | $1.8M | Buy |
19,885
+125
| +0.6% | +$11.3K | 0.1% | 141 |
|
|
2021
Q2 | $1.94M | Sell |
19,760
-100
| -0.5% | -$9.82K | 0.11% | 140 |
|
|
2021
Q1 | $1.92M | Buy |
19,860
+250
| +1% | +$24.2K | 0.11% | 139 |
|
|
2020
Q4 | $1.94M | Buy |
19,610
+125
| +0.6% | +$12.4K | 0.12% | 125 |
|
|
2020
Q3 | $1.85M | Buy |
19,485
+120
| +0.6% | +$11.4K | 0.13% | 121 |
|
|
2020
Q2 | $1.55M | Buy |
19,365
+2,150
| +12% | +$172K | 0.12% | 128 |
|
|
2020
Q1 | $1.27M | Buy |
17,215
+1,050
| +6% | +$77.5K | 0.12% | 130 |
|
|
2019
Q4 | $1.17M | Buy |
16,165
+13,100
| +427% | +$948K | 0.08% | 156 |
|
|
2019
Q3 | $237K | Sell |
3,065
-55
| -2% | -$4.25K | 0.02% | 251 |
|
|
2019
Q2 | $249K | Hold |
3,120
| – | – | 0.02% | 234 |
|
|
2019
Q1 | $225K | Buy |
+3,120
| New | +$225K | 0.02% | 245 |
|
|
2018
Q4 | – | Sell |
-3,120
| Closed | -$222K | – | 274 |
|
|
2018
Q3 | $222K | Buy |
+3,120
| New | +$222K | 0.02% | 267 |
|